Reconcile retail customers' accounts

This standard is about reconciling retail customers' accounts, checking
that account details are consistent with other financial records and identifying and sorting out problems.

This standard is for staff who reconcile customers’ accounts.

When you have completed this standard you will be able to demonstrate your understanding of and ability to:

• Reconcile retail customers' accounts

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1. follow your workplace procedures and relevant legislation requirements to check that charges and credits made to customers' accounts are correct
2. follow your workplace procedures to identify and solve problems with retail customers' accounts
3. follow your workplace procedures to reconcile retail customers' accounts
4. follow your workplace procedures to inform the correct person about problems with retail customers' accounts that you cannot resolve or that are beyond your level of responsibility and control

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1. why accurate financial checks are required and the relevant legislation that needs to be followed
2. how to reconcile retail customers' accounts accurately following your workplace procedures
3. the types of problems within your level of responsibility and how to identify and resolve them following your workplace procedures
4. who to approach for advice and help in sorting out problems with customers' accounts that are not within your responsibility and control

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PPL.C216 Set, monitor and take action with retail customers' credit accounts
PPL.C217 Process payments made to retail customer accounts

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3

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2030

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Current

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Original

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Skillsmart Retail

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SSR.C218

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Manager, Owner/Manager, Retail and Commercial Enterprise, Retailing and Wholesaling, Sales and Customer Services Occupations, Sales Assistants and Retail Cashiers, Team Leader

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7112

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Retailing; retailers; processes; processing; reconciles; reconciling; checks; checking; customers

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